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Rebecca Lynn Eggers

LPl Enterprise, LLC

Corona, CA

Irvine, CA

CRD 2520730

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14

Branch Locations

Corona, CA • United States

3333 Michelson Drive Suite 820, Irvine, CA 92612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Don Wash Memorial Auditorium Garden Grove CA 09/1986 Present
Don Wash Memorial Auditorium Garden Grove CA 09/1986 05/2018
Pruco Securities, Llc City Of Industry CA 12/1996 11/2024
The Prudential Insurance Company Of America City Of Industry CA 11/1996 Present
Lpl Enterprise, Llc Irvine CA 11/2024 Present
  • 09/1986 → Present
    Don Wash Memorial Auditorium
    Garden Grove, CA
  • 09/1986 → 05/2018
    Don Wash Memorial Auditorium
    Garden Grove, CA
  • 12/1996 → 11/2024
    City Of Industry, CA
  • 11/1996 → Present
    The Prudential Insurance Company Of America
    City Of Industry, CA
  • 11/2024 → Present
    Irvine, CA
Previous Registrations
  • 2001-05-18 → 2024-11-14
    City Of Industry, CA
    Brea, CA
    Brea, CA
    Ontario, CA
    Irvine, CA
Other Businesses

1) 11/14/2024 - None - Real Estate Rental - Condo - INV Related - At Westminster, CA - Start Date 06/07/1999 - 0hrs/mth - 0hrs During Trading 2) 11/14/2024 - Alvord/Argus - Real Estate Rental - Duplex - INV Related - At Ridgecrest, CA - Start Date 01/06/2022 - 1hrs/mth - 0hrs During Trading 3) 11/14/2024 - Warner - Real Estate Rental - Duplex - INV Related - At Ridgecrest, CA - Start Date 10/03/2024 - 1hrs/mth - 0hrs During Trading 4) 11/14/2024 - CNUSD - Coach/ Sports/ Fitness - HS Asst LaCrosse coach - Not INV Related - At Corona, CA - Start Date 01/08/2024 - 2hrs/mth - 0hrs During Trading 5) 02/03/2025 - Centennial HS - Coach/ Sports/ Fitness - La Crosse coach - Not INV Related - At Corona, CA - Start Date 01/01/2024 - 25hrs/mth - 0hrs During Trading 6) 02/03/2025 - Liberty Mutual - Property and Casualty - INV Related - At Irvine, CA - Start Date 01/27/1997 - 120hrs/mth - 120hrs During Trading 7) 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-01
S63 Uniform Securities Agent State Law Examination 1994-08-05
  • S65 Uniform Investment Adviser Law Examination
    2000-09-01
  • S63 Uniform Securities Agent State Law Examination
    1994-08-05
Other Names
  • Becky Eggers

View on SEC IAPD

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